Monarch Secures $75M Series B to Expand Financial Wellness Tools
Slice of Finance Team
May 29, 2025
Key highlights
- $75M Series B financing round successfully closed.
- Led by FPV Ventures and Forerunner Ventures with participation from existing investors.
- Monarch is the fastest-growing personal finance platform today.
- Offers comprehensive tools for financial planning, visualization, and collaboration.
- Funding will support team expansion and product innovation.
Notable Quote
“ Financial health is one of the most pressing societal challenges today. We strongly believe that everyone – no matter where they’re starting – can improve their financial situation with the right information, tools, and guidance. ”
Monarch Team
Why This Matters
Monarch's $75 million Series B round marks a major milestone in the fintech sector. With financial stress being a top contributor to mental health issues and relationship strain, Monarch’s mission to democratize access to effective financial planning tools is both timely and vital. This investment will fast-track the company's development efforts, allowing them to deliver even more robust features that help households of all income levels achieve financial wellness. Their rapid growth and recognition by major institutions underscore the demand for solutions that make managing money simpler and more effective for everyone.
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